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Sponsor portfolio

CEPARANO CONSULTING, LLC

EIN 35-2565633-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$945K assets
Welfare
0
Participants
5
912 ORANGE ISLE - FORT LAUDERDALE, FL 33315352-228-1683
Plans on this EIN
2 filings
#001CashBalance-$556K - 2 part#002401k-$389K - 3 part

Retirement portfolio analytics

2 plans aggregated / $945K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#001)59%
  • PROFIT SHARING PLAN (#002)41%
Total $945KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)3
  • CASH BALANCE PLAN (#001)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CEPARANO CONSULTING, LLC CASH BALANCE PLAN

CashBalance

Assets$556K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CEPARANO CONSULTING, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$389K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CEPARANO CONSULTING, LLC CASH BALANCE PLANCashBalance$556K22024
002CEPARANO CONSULTING, LLC 401(K) PROFIT SHARING PLAN401k$389K32024
Retirement plans
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